Wealthstreet Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthstreet Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$12,000
-14.3%
500.0%0.32%
-6.4%
Q4 2021$14,0000.0%500.0%0.34%
-10.9%
Q3 2021$14,0000.0%500.0%0.39%
+430.1%
Q2 2021$14,000
-99.6%
50
-99.6%
0.07%
-78.3%
Q1 2021$3,452,000
+4.8%
12,569
+2.1%
0.34%
+1.2%
Q4 2020$3,295,000
+25.2%
12,314
+0.6%
0.33%
+13.3%
Q3 2020$2,631,000
+23.9%
12,242
+15.0%
0.29%
+13.1%
Q2 2020$2,124,000
+32.0%
10,643
-0.6%
0.26%
+9.2%
Q1 2020$1,609,000
-16.4%
10,704
+10.5%
0.24%
+5.8%
Q4 2019$1,925,000
+27.1%
9,688
+19.0%
0.22%
+16.6%
Q3 2019$1,514,000
+15.7%
8,144
+15.8%
0.19%
+14.2%
Q2 2019$1,309,000
+4.2%
7,032
+0.6%
0.17%
+1.8%
Q1 2019$1,256,000
+9.1%
6,991
+0.9%
0.17%
+3.1%
Q4 2018$1,151,000
-23.6%
6,930
-13.8%
0.16%
-13.4%
Q3 2018$1,506,000
+4.1%
8,041
-2.3%
0.19%
-2.6%
Q2 2018$1,446,000
+21.2%
8,228
+13.1%
0.19%
+27.3%
Q1 2018$1,193,000
-0.2%
7,276
-2.0%
0.15%
+3.4%
Q4 2017$1,195,0007,4280.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 160,172$25,929,00022.78%
BALASA DINVERNO & FOLTZ LLC 624,600$100,467,00014.89%
Summit Financial Strategies, Inc. 117,734$18,937,0009.91%
BHK Investment Advisors, LLC 56,754$9,129,0007.70%
Corrigan Financial, Inc. 55,366$8,905,5457.47%
MATHER GROUP, LLC. 409,308$65,837,0007.32%
Towerpoint Wealth, LLC 27,803$4,472,0005.92%
INSPIRION WEALTH ADVISORS, LLC 71,836$11,555,0005.61%
Brickley Wealth Management 52,464$8,439,0004.48%
Mosaic Family Wealth, LLC 75,236$12,102,0004.40%
View complete list of VANGUARD INDEX FDS shareholders